Migrate from Pipeline CRM to Zoho CRM

Pipeline CRM People records map directly to Zoho CRM Contacts. Standard fields (first name, last name, email, phone, address) map to their Zoho equivalents. Custom Person fields export from the Pipeline CRM field schema and map to custom Contact fields in Zoho CRM by type: text to single-line, date to date picker, dropdown to picklist, checkbox to boolean. We preserve the original Pipeline CRM Person ID in a custom field pipeline_person_id__c for duplicate reconciliation.

Pipeline CRM Companies map to Zoho CRM Accounts. Company name is the dedupe key during import. Industry, employee count, annual revenue, and custom Company fields map to Zoho Account fields by type. Account is created before any Contact import so that the Account-Contact lookup relationship is satisfied at Contact insert time.

Pipeline CRM People records are linked to Companies by internal reference. We resolve the link during migration by matching the Company name from the People export against the Account name in the staging table and writing the resulting Zoho Account ID into the Contact's Account Name field. Any People record without a matching Company is imported as a Contact with no Account link.

Pipeline CRM Deals map to Zoho CRM Deals. Each Deal's value, stage, probability, close date, and custom Deal fields migrate directly. The Deal-to-Company relationship resolves to the Account lookup using Company name as the matching key, exactly as with the People-to-Company resolution.

Pipeline CRM stages map to Zoho CRM stage names in the Stage Builder. We create Zoho stages that match Pipeline stage names exactly to preserve reporting continuity. Probability percentages migrate from Pipeline to Zoho stage probability settings, rounded to the nearest integer Zoho allows per stage.

Pipeline CRM's multiple deal pipelines map to Zoho CRM Layouts with distinct Pipelines assigned per Layout. We configure the Layout-Pipeline relationship in Zoho CRM before Deal import so that Deals land in the correct pipeline context. Pipeline is a mandatory field in Zoho; Deals without an assigned pipeline receive the default pipeline.

Pipeline CRM Activities (calls, emails, meetings) linked to People or Companies migrate to Zoho CRM Tasks. The Pipeline Activity type field determines the Zoho Task subtype (Call, Email, Meeting). We link each Task to the migrated Contact record using the email address as the matching key. Activity timestamps migrate to Task Due Date and creation dates preserve in a custom field original_activity_date__c.

Pipeline CRM Agenda Tasks migrate to Zoho CRM Tasks with Status (Open, Completed), Priority, and due date preserved. Task assignee resolves by matching Pipeline CRM owner email against Zoho CRM User email.

Pipeline CRM Agenda Events migrate to Zoho CRM Events with Start DateTime, End DateTime, and Location preserved. Events linked to specific People or Companies resolve to Zoho Contact or Account records using email or name matching. All-day events and recurring events require separate configuration in Zoho CRM after migration.

Pipeline CRM Owners referenced on Deals, People, and Companies resolve by email match against Zoho CRM Users. We build a reconciliation queue of any Pipeline Owner without a matching Zoho User and hand that list to the customer's Zoho admin for provisioning before the production migration begins.

Pipeline CRM tags applied to People, Companies, and Deals migrate as Zoho CRM Tags. Tags that represent classification categories (industry, deal type, region) map to Zoho picklist values; tags used for segmentation map to Zoho Tags. The customer chooses the strategy during scoping.

Pipeline CRM file attachments linked to People, Companies, or Deals export with their URLs. We preserve the attachment URL and link it to the target record in Zoho CRM. File hosting migrates as URL references only; physical file re-hosting requires separate cloud storage configuration.